Daniel Brown is a financial advisor with Transamerica Financial Advisors in New York, NY, holding Series 63, Series 65, and Series 66 licenses and bringing 21 years of industry experience. He has worked with Transamerica Financial Advisors since 2022 and has been involved with Anaj Enterprises Inc and World Financial Group, Inc for over a decade. Outside of his advisory role, he provides tax preparation and accounting services through Anaj Enterprises Inc. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Robert Paul is a financial advisor with Transamerica Financial Advisors in New York, NY, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has been involved with H&R Block and World Financial Group since 2007. In addition to advisory services, he is engaged in tax preparation through H&R Block. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a model portfolio and third-party manager approach, offering services through multiple platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA, with regulatory assets under management of approximately $1.7 billion.

Kanwar Takhtar is a financial advisor with Transamerica Financial Advisors based in New York, NY. He holds Series 65 and Series 63 licenses and has recent experience working at firms including Northwell Health and Allscripts Managed Services LLC. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary program options.

Jana Woodhouse is a financial advisor with Transamerica Financial Advisors in New York, NY, holding Series 63 and Series 66 licenses and with 36 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has held various roles in multiple companies including WealthWave, Pinnacle Financial Services, and College Loan Freedom. Outside of her advisory work, she operates HottestPoet.com, a business in production and entertainment, and is involved in tax preparation through Anaj Enterprises. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services with proprietary and third-party investment models and manages both discretionary and non-discretionary portfolios.

Ashok Patel is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked at Transamerica Financial Advisors since 2022 and has a long tenure with World Financial Group dating back to 2010. Outside of advising, Patel is involved in managing a retail liquor store under Tulsi LLC. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm utilizes model portfolios and third-party managers to implement investment strategies, supporting advisors in client interviews and recommendations.

Richard Edwards is a financial advisor with Transamerica Financial Advisors in New York, NY, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also has involvement with Premier Transportation as a part-time chauffeur. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and businesses. The firm primarily uses model portfolios and third-party managers to implement its advisory services through multiple program platforms.